INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 473 filers reported holding INVESCO LTD in Q2 2023. The put-call ratio across all filers is 2.36 and the average weighting 0.1%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,308 | -29.2% | 18,203 | -20.1% | 0.00% | 0.0% |
| Q1 2023 | $373,444 | -43.3% | 22,771 | -37.8% | 0.00% | -50.0% |
| Q4 2022 | $658,974 | +147.7% | 36,630 | +88.6% | 0.00% | +100.0% |
| Q3 2022 | $266,000 | -16.4% | 19,421 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $318,000 | -97.3% | 19,723 | -96.1% | 0.00% | -96.9% |
| Q1 2022 | $11,697,000 | +1.3% | 507,243 | +1.1% | 0.06% | +4.9% |
| Q4 2021 | $11,549,000 | +1739.0% | 501,673 | +1826.3% | 0.06% | +1933.3% |
| Q3 2021 | $628,000 | -9.1% | 26,044 | +0.7% | 0.00% | -25.0% |
| Q2 2021 | $691,000 | +1.8% | 25,860 | -4.0% | 0.00% | 0.0% |
| Q1 2021 | $679,000 | -3.7% | 26,942 | -33.4% | 0.00% | 0.0% |
| Q4 2020 | $705,000 | +11.4% | 40,474 | -27.1% | 0.00% | 0.0% |
| Q3 2020 | $633,000 | -2.0% | 55,504 | -7.5% | 0.00% | 0.0% |
| Q2 2020 | $646,000 | +29.5% | 60,004 | +9.2% | 0.00% | 0.0% |
| Q1 2020 | $499,000 | +16.0% | 54,944 | +129.9% | 0.00% | +100.0% |
| Q4 2019 | $430,000 | +6.2% | 23,902 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | -35.0% | 23,902 | -21.5% | 0.00% | -33.3% |
| Q2 2019 | $623,000 | +33.1% | 30,431 | +25.5% | 0.00% | +50.0% |
| Q1 2019 | $468,000 | -8.6% | 24,251 | -20.7% | 0.00% | 0.0% |
| Q4 2018 | $512,000 | -15.8% | 30,596 | +15.2% | 0.00% | 0.0% |
| Q3 2018 | $608,000 | -30.9% | 26,553 | -19.8% | 0.00% | -33.3% |
| Q2 2018 | $880,000 | +15.8% | 33,127 | +39.6% | 0.00% | 0.0% |
| Q1 2018 | $760,000 | -94.7% | 23,736 | -93.9% | 0.00% | -94.3% |
| Q4 2017 | $14,215,000 | +13.5% | 389,022 | +8.8% | 0.05% | +6.0% |
| Q3 2017 | $12,524,000 | +1457.7% | 357,429 | +1465.3% | 0.05% | +1566.7% |
| Q2 2017 | $804,000 | -32.2% | 22,835 | -41.0% | 0.00% | -40.0% |
| Q1 2017 | $1,186,000 | -17.9% | 38,711 | -18.7% | 0.01% | -28.6% |
| Q4 2016 | $1,445,000 | -6.0% | 47,637 | -3.1% | 0.01% | 0.0% |
| Q3 2016 | $1,538,000 | -31.6% | 49,180 | -44.2% | 0.01% | -36.4% |
| Q2 2016 | $2,250,000 | -27.9% | 88,086 | -13.1% | 0.01% | -26.7% |
| Q1 2016 | $3,120,000 | -39.4% | 101,395 | -34.1% | 0.02% | -40.0% |
| Q4 2015 | $5,148,000 | -55.3% | 153,755 | -58.3% | 0.02% | -59.0% |
| Q3 2015 | $11,521,000 | +39.1% | 368,911 | +66.9% | 0.06% | +45.2% |
| Q2 2015 | $8,284,000 | -5.6% | 220,971 | -0.1% | 0.04% | -6.7% |
| Q1 2015 | $8,780,000 | +0.4% | 221,213 | -0.0% | 0.04% | 0.0% |
| Q4 2014 | $8,746,000 | +810.1% | 221,308 | +809.3% | 0.04% | +800.0% |
| Q3 2014 | $961,000 | -0.3% | 24,339 | -4.7% | 0.01% | 0.0% |
| Q2 2014 | $964,000 | -22.3% | 25,528 | -23.9% | 0.01% | -16.7% |
| Q1 2014 | $1,241,000 | -91.3% | 33,546 | -91.4% | 0.01% | -90.9% |
| Q4 2013 | $14,279,000 | +1294.4% | 392,290 | +1122.4% | 0.07% | +1220.0% |
| Q3 2013 | $1,024,000 | +1.0% | 32,091 | +0.6% | 0.01% | 0.0% |
| Q2 2013 | $1,014,000 | – | 31,895 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,127,910 | $224,387,000 | 5.45% |
| Cornerstone Capital, Inc. | 508,664 | $16,282,000 | 2.68% |
| REINHART PARTNERS, LLC. | 748,212 | $23,950,000 | 2.47% |
| Signature Wealth Management Group | 97,832 | $3,132,000 | 2.42% |
| WATERS PARKERSON & CO., LLC | 738,159 | $23,628,000 | 2.07% |
| ZWJ INVESTMENT COUNSEL INC | 714,155 | $22,860,000 | 2.06% |
| COMMUNITY TRUST & INVESTMENT CO | 483,320 | $15,471,000 | 1.87% |
| TEALWOOD ASSET MANAGEMENT INC | 135,117 | $4,325,000 | 1.72% |
| Poehling Capital Management, INC. | 61,955 | $1,983,000 | 1.60% |
| Nelson Capital Management, LLC | 192,267 | $6,154,000 | 1.60% |